Open to opportunities

Sharon Plotnik

@sharonplotnik

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Director of IT Operations scaling SaaS growth through EOS execution, revenue ops, and AI automation.

Mexico

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What I'm looking for

I’m looking for a remote-first SaaS environment where I can partner with executive leadership to translate growth goals into systems roadmaps—building CRM, automation, reliability, and data governance that drive measurable revenue and productivity gains.

I’m a Director of IT Operations and Operations & Growth leader with 8+ years scaling SaaS businesses through EOS-aligned execution, revenue operations, and AI-driven workflow automation. I specialize in diagnosing where manual processes hide systemic gaps—then rebuilding the systems and infrastructure to remove the friction.

In my current role, I diagnosed and rebuilt CRM architecture across sales, onboarding, and operations by replacing a fragmented tool ecosystem with an integrated HubSpot system—creating a single source of truth and reducing client response times by 30%. I also designed AI-driven automation workflows that eliminated operational bottlenecks, increasing cross-department productivity by 40% without adding headcount.

I’ve built reliability and governance foundations that hold under growth. I established QA and reliability frameworks to reach 99.9% uptime across business-critical platforms, and I put data governance and compliance protocols in place so client data became a competitive asset—enabling faster, more confident operational decisions.

I’m equally effective in shaping execution and accountability using EOS. Across prior roles, I rebuilt onboarding with SOPs and a digital Training Academy, reducing onboarding time by 35% and improving consistency; restructured CRM and customer success workflows to reduce churn by 23%; and redesigned sales-to-operations workflows to accelerate hiring cycles by 30%.

Experience

Work history, roles, and key accomplishments

Current

Director of IT Operations

Current

Virtual Latinos

Jun 2024 - Present (2 years)

Rebuilt HubSpot CRM architecture across sales, onboarding, and operations, replacing a fragmented tool ecosystem and reducing client response times by 30%. Designed AI-driven automation workflows to eliminate friction and increase cross-department productivity by 40%, while establishing QA/reliability frameworks to achieve 99.9% uptime.

HubSpot CRM CRM Architecture AI Workflow Automation Process Automation Data Governance IT Operations

Director of Special Projects

Virtual Latinos

Jul 2023 - Jun 2024 (11 months)

Led high-priority cross-department initiatives using the EOS framework to translate quarterly priorities into execution plans with measurable outcomes. Closed workflow gaps between sales, operations, and delivery by creating coordination structures and documented, repeatable systems to improve delivery consistency and leadership visibility.

EOS (Entrepreneurial Operating System)Leadership Accountability Stakeholder Management Change Management

Project & HR Manager

Virtual Latinos

Aug 2021 - Aug 2023 (2 years)

Rebuilt onboarding by designing SOPs and launching a digital Training Academy, reducing onboarding time by 35% and improving hiring consistency. Restructured CRM processes and customer success workflows to reduce client churn by 23%, and redesigned sales-to-operations workflows to accelerate hiring cycles by 30%.

SOP Development CRM Operations Customer Success Operations Sales Forecasting Workflow Design Cross functional Leadership

Recruitment & HR Specialist

Virtual Latinos

Aug 2020 - Nov 2021 (1 year 3 months)

Implemented ATS-driven recruitment workflows with Zoho Recruit to improve hiring-stage visibility and support consistent pipeline management for high-volume roles. Standardized SOPs across recruitment, onboarding, and customer success operations to improve execution consistency and reduce reliance on manual coordination.

Zoho Recruit SOP Development Onboarding Customer Success Operations Process Redesign Recruitment Management IT Operations Support

Operations Specialist – Team Lead

Next Trucking Mexico

Nov 2020 - Sep 2021 (10 months)

Redesigned daily operations workflows for shipment tracking, invoicing, and issue resolution supporting $70M in billed revenue across 22,000 shipments. Led and coached a team of 5 specialists, improving accountability and output consistency, and built reporting to identify workload and operational bottlenecks.

Shipment Tracking Invoicing Team Leadership performance reporting Resource Allocation

Business Analyst

Freelance / Self-employed

Feb 2018 - Aug 2019 (1 year 6 months)

Provided operational and coordination support across multiple client engagements, focusing on process organization, reporting, and workflow efficiency. Built and maintained tracking systems and performance dashboards to support executive decision-making and project visibility.

Reports And Dashboards Executive Decisioning Stakeholder Management Tracking Systems Project Visibility Performance Measurement

Sales Support Analyst

Hyundai Motor De Mexico

Aug 2016 - Aug 2017 (1 year)

Managed inventory allocation and sales planning across a dealership network to improve coordination and operational efficiency. Automated invoicing workflows, reducing processing time by 15%, and supported reporting and data analysis to inform sales decisions.

Sales Planning Invoicing Data Analysis Sales Reporting Regional Performance Visibility Operational Efficiency Workflow Automation